
When this happens...

Automatically do this!
Create Contact
Find and Download Document
Send Reminder
Enable Integrations or automations with these events of ratemyagent and Xodo Sign
Triggers when a document is sent.
Triggers when a new document is completed.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Explore more automations built by businesses and experts

Automate Xodo Sign workflows with viaSocket. Send contracts, track signatures, save documents, notify teams, and update your CRM automatically.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your ratemyagent and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in ratemyagent triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how ratemyagent data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.
The data sync between ratemyagent and Xodo Sign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ratemyagent and Xodo Sign. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
RateMyAgent helps real estate agents showcase their reputation and gain more business by collecting and displaying verified client reviews.
Learn MoreXodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
Learn More